What To Expect From Arlo Technologies’s (ARLO) Q4 Earnings

What To Expect From Arlo Technologies’s (ARLO) Q4 Earnings

Jabin Bastian

Thu, February 26, 2026 at 3:21 AM GMT+9 2 min read

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ARLO

+3.10%

Smart security company Arlo (NYSE:ARLO) will be reporting results tomorrow after market hours. Here’s what investors should know.

Arlo Technologies beat analysts’ revenue expectations last quarter, reporting revenues of $139.5 million, up 1.4% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ EPS guidance for next quarter estimates and a beat of analysts’ EPS estimates.

Is Arlo Technologies a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Arlo Technologies’s revenue to grow 11.5% year on year, a reversal from the 10% decrease it recorded in the same quarter last year.

Arlo Technologies Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Arlo Technologies has a history of exceeding Wall Street’s expectations.

Looking at Arlo Technologies’s peers in the specialized technology segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Napco delivered year-on-year revenue growth of 12.2%, beating analysts’ expectations by 0.7%, and Cognex reported revenues up 9.9%, topping estimates by 5.4%. Napco traded up 18.6% following the results while Cognex was also up 36.3%.

Read our full analysis of Napco’s results here and Cognex’s results here.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the specialized technology stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 8.6% on average over the last month. Arlo Technologies is down 12.1% during the same time and is heading into earnings with an average analyst price target of $23.20 (compared to the current share price of $11.54).

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